Private Advisory Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $298K | Sell |
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|
2025
Q1 | $311K | Buy |
|
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|
2024
Q4 | $221K | Buy |
|
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $5.71M | Buy |
|
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|
2024
Q1 | $5.67M | Buy |
|
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|
2023
Q4 | $1.19M | Sell |
|
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|
2023
Q3 | $1.02M | Sell |
|
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|
2023
Q2 | $1M | Sell |
|
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|
2023
Q1 | $1.08M | Sell |
|
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|
2022
Q4 | $1.59M | Sell |
|
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|
2022
Q3 | $1.34M | Sell |
|
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|
2022
Q2 | $4.79M | Sell |
|
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|
2022
Q1 | $4.49M | Buy |
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $4.6M | Sell |
|
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|
2021
Q2 | $5.32M | Buy |
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|
2021
Q1 | $4.57M | Buy |
|